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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,126 | $55,437-67.3% | $155,534-88.3% | $74,459-75.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.89% | 269.58%-259.7pp | 64.92%-55.0pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $1,541 | $2,266-32.0% | $4,675-67.0% | $2,626-41.3% |
| Participant deferral / active EE | $872 | $2,837-69.3% | $5,630-84.5% | $4,350-80.0% |
| Admin fee / account holder | $43 | $1,742-97.6% | $15,900-99.7% | $1,945-97.8% |